Guggenheim Investments

Allen Li, Head our Municipal Bond Sector Team, reviews trends, opportunities, and idiosyncratic risk in municipal bonds. And U.S. Economist Matt Bush discusses the implications the soft June CPI release. https://gugg.gp/3XYkNso

Congratulations to Dina DiLorenzo on being named Fund Leader of the Year at the 2024 With Intelligence Mutual Fund and ETF Awards on June 18, 2024. The award is for a business leader who has made a key impact on their firm or the industry through innovative concepts, fresh thinking, product development, and other initiatives in 2023. https://gugg.gp/4ezTlXW

Our 2Q 2024 Quarterly Macro Themes updates our economic outlook—improved economic expectations set the stage for more downward surprises—and presents four current topics of focus for our investment team, including the positive environment for active #fixedincome management. https://gugg.gp/3W14b0L

“Make Room for High Yield” according to the latest Macro Markets podcast. Click here for the complete episode: https://gugg.gp/4ep6Ol2

Congrats to the Guggenheim Investments team in their run for charity at the Bloomberg Square Mile Relay in New York! #RunForYourCity

Guggenheim Investments recently closed a $1.2 billion private credit vehicle, a transaction that reflects client demand for our differentiated private credit platform. https://gugg.gp/4aY61ox

Sporting historically attractive yields and relatively healthy credit fundamentals, high yield bonds offer a compelling entry point. Dan Montegari, Head of Research for our Corporate Credit team, and John Walsh, Head of High Yield Trading, discuss credit spreads, default rates, market technicals, and other factors driving their team’s constructive views on risk and opportunity in leveraged credit. https://gugg.gp/4ep6Ol2

A common theme across our sector team reports this quarter is that while spreads have been grinding tighter, yields remain high and attractive, particularly relative to post-Global Financial Crisis (GFC) norms. Read our 2Q24 #FixedIncome Sector Views for more about where we are identifying investment opportunities. https://gugg.gp/4dXDLF6

It’s been 10 months since the Fed’s last rate hike and Evan Serdensky, Portfolio Manager on our Total Return team, and Matt Bush, our U.S. Economist, join Macro Markets to discuss what’s next for the economy and markets. https://gugg.gp/3KayFHZ Subscribe to Macro Markets wherever you get your podcasts: https://gugg.gp/4a8dTmH

Jamie Crapanzano, discusses #fixedincome portfolio management for insurance companies on the Macro Markets Podcast. Listen to the full episode here: https://gugg.gp/4aSwJ2x Subscribe to Macro Markets wherever you get your podcasts: https://gugg.gp/4a8dTmH